Luke Griffin
Franklin
Summary
Enthusiastic sales professional with expertise in communication and negotiation. Driven to provide superior quality customer service. Innovative in leveraging extensive knowledge of products and services as well as creating solutions for customers to drive loyalty, retention, and revenue. Ability to quickly learn new products and services that are offered by the company.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Investment Banker
Regiment Securities
04.2022 - 09.2024
- Identified and brought on new investment banking clients
- Completed outbound calls to solicit new investors and lenders for the business clients that retained us.
- Collaborated with other professionals to optimize deal structures and secure favorable terms for clients.
- Leveraged extensive industry contacts to source new business leads, expanding the firm's clientele base.
- Lead sales presentations to prospective investors showcasing the investment opportunity's quality and value.
- Cultivated client relationships through high levels of direct communication to maintain customer loyalty.
Executive Producer
Triptych Media
11.2020 - 01.2022
- Spearheaded creative development for projects, leading brainstorming sessions and guiding the team in conceptualization efforts.
- Secured funding for new projects by cultivating relationships with investors and presenting compelling pitches.
- Made presentations to investors, financiers and other project stakeholders to obtain project funding.
- Collaborated with legal department to draw up contracts for artists and crew members.
Financial Advisor
LPL Financial
09.2018 - 11.2020
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
- Worked closely with insurance providers to assess suitable coverage options tailored to individual client requirements for risk management purposes.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Worked with clients to support understanding of rationale and details of financial strategies.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
Financial Advisor
Prime Capital Investment Advisors
08.2017 - 08.2018
- Analyzed clients'' risk tolerance levels, developing customized investment portfolios that aligned with their personal objectives.
- Identified opportunities for business growth by networking, attending industry events, and generating referrals from satisfied clients.
- Implemented tax-efficient strategies for clients, maximizing returns while minimizing tax liabilities.
Financial Advisor
Heritage Bank of the Ozarks
04.2014 - 08.2017
- Developed the plan for and launched a wealth management and financial planning service for the bank.
- Responsible for marketing and business development strategy.
- Successfully built a $50M book of business that generated consistent revenue for the bank.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
Board Member Springfield Generosity Council
National Christian Foundation
01.2016 - 07.2017
- My currently role is to help cultivate generosity with business owners, businessmen, and HNW Individuals in the greater Springfield area
- Our goal is to have an ever increasing impact on the surrounding communities through supporting non profits in this area
Board Member
Camden County Planning and Zoning
04.2014 - 06.2015
- My job as a civil servant of Camden County Missouri is to evaluate the Planning and Zoning cases that are bough before our committee and decide weather to recommend them to the county commissioners and what course of action should be taken
Director of Estate and Gift Design
New Tribes Mission
01.2010 - 04.2014
- I serve our donors by helping them to develop an estate plan that will decrease their taxes and allow them to further the Kingdom in a way they may never have thought possible
Financial Planner
PFS Investments
01.2008 - 01.2011
- I worked with individuals and families to develop their financial plan related to investment strategies for education, retirement, and general savings
Education
Chartered Financial Consultant (ChFC) - Financial Planning
The American College of Financial Services
04.2022
CEP - Estate Planning
National Institute of Certified Estate Planners
01.2017
CFS - Financial Planning and Services
Institute of Business and Finance
01.2014
Advisor - Planned Giving/Estate Design
Lifestyle Giving Mentoring Program
01.2011
Associates - Biblical Studies
New Tribes Bible Institute
01.2009
Skills
- Client relations
- Customer Education
- Customer assistance
- Sales presentations
- Adaptability to change
- CRM software usage
- Building rapport
- Demonstrating products
- Cross-selling techniques
Certification
- Series6,7,63
- Introduction to Cryptocurrency
Languages
English
Timeline
Investment Banker
Regiment Securities
04.2022 - 09.2024
Executive Producer
Triptych Media
11.2020 - 01.2022
Financial Advisor
LPL Financial
09.2018 - 11.2020
Financial Advisor
Prime Capital Investment Advisors
08.2017 - 08.2018
Board Member Springfield Generosity Council
National Christian Foundation
01.2016 - 07.2017
Financial Advisor
Heritage Bank of the Ozarks
04.2014 - 08.2017
Board Member
Camden County Planning and Zoning
04.2014 - 06.2015
Director of Estate and Gift Design
New Tribes Mission
01.2010 - 04.2014
Financial Planner
PFS Investments
01.2008 - 01.2011
CEP - Estate Planning
National Institute of Certified Estate Planners
CFS - Financial Planning and Services
Institute of Business and Finance
Advisor - Planned Giving/Estate Design
Lifestyle Giving Mentoring Program
Associates - Biblical Studies
New Tribes Bible Institute
Chartered Financial Consultant (ChFC) - Financial Planning
The American College of Financial Services
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